Newport Beach Chamber of Commerce

Applied Financial Planning Inc.

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Applied Financial Planning Inc.

Categories

Financial Services Investment Services Financial Advisors-Consultants

Contacts

Primary
Lucia Carden
Communications Associate

Marcelo Bernardo
Wealth Advisor

Sarah Gatsby
Client Service Associate

Andrea Graham
Wealth Advisor

Steve Henningson
Wealth Advisor

Spencer Johnston
Associate Wealth Advisor

Mr. William O'Connor
Founder/Wealth Advisor

Jonathan Schaeffer
Associate Wealth Advisor

Sean Walker
Wealth Advisor

Michelle Zuniga
Director of First Impressions

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